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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,435 | $25,014+429.4% | $69,460+90.7% | $80,911+63.7% |
| Participation rate | 61.8% | 64.2%-2.4pp | 66.4%-4.7pp | 67.6%-5.9pp |
| Annual return | 11.72% | 19.08%-7.4pp | 100.80%-89.1pp | 35.63%-23.9pp |
| Employer contribution / active EE | $1,849 | $991+86.5% | $1,714+7.9% | $2,756-32.9% |
| Participant deferral / active EE | $5,789 | $1,839+214.7% | $2,890+100.3% | $4,297+34.7% |
| Admin fee / account holder | $49,780 | $2,491+1898.5% | $4,695+960.2% | $6,935+617.9% |